See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,436 | $167,307-18.5% | $143,757-5.1% | $134,475+1.5% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -18.64% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,050 | $5,619-63.5% | $4,951-58.6% | $4,740-56.7% |
| Participant deferral / active EE | $3,718 | $6,446-42.3% | $5,637-34.0% | $6,400-41.9% |
| Admin fee / account holder | $868 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |